PlanAhead for Retirement


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PlanAhead for Retirement® is an online personalized retirement planning tool that offers employees the ability to:

  • Enter information from all sources (personal savings, benefits from former employers, their spouse's benefit and saving information)
  • Clearly see any shortfall/surplus
  • Model scenarios to change the outcome

An additional module allows employees near retirement to model different spend-down scenarios to better plan their retirement.

PlanAhead for Retirement is a standalone product suitable for distribution to employees for their own use.

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